Frederick, MDCIK 20556704 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 10.0K | $6.86M | 12.1% | −199 | Reduced |
| 2 | Vanguard Tax-Managed Fds | 88.6K | $5.54M | 9.7% | −531 | Reduced |
| 3 | Schwab Strategic Tr | 194.2K | $4.54M | 8.0% | +6.7K | Added |
| 4 | Spdr Series Trust |
| 54.1K |
| $4.34M |
| 7.6% |
| −1.4K |
| Reduced |
| 5 | Invesco Exch Traded Fd Tr II | 12.6K | $3.18M | 5.6% | −354 | Reduced |
| 6 | Ishares Tr | 12.0K | $2.38M | 4.2% | +5 | Added |
| 7 | Ishares Tr | 23.5K | $2.23M | 3.9% | +1.0K | Added |
| 8 | Vanguard Index Fds | 9.4K | $1.97M | 3.5% | +22 | Added |
| 9 | Invesco Exchange Traded Fd T | 31.6K | $1.80M | 3.2% | +146 | Added |
| 10 | Ishares Tr | 18.9K | $1.69M | 3.0% | +500 | Added |
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